Memoradum Circular No 2018 - Daily Text Report (latest edited, updated)

Note the addition.    Sarah please consolidate with other MC in soft and hard copy file

Ms. Joan, please note the updates and upgrades/additions and clarification

On Thu, Sep 20, 2018 at 4:27 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:

To    :   All SBUs and 3f staff

Subject:  Required Daily Text Reports

Effectivity:  October 1, 2018

Objectives:   

1. To measure what we treasure:  sales and collection are two important outcomes that we have to monitor.

2.  To increase outcomes:  sales, collection and inventories

3.  To gather important data that impacts sales and collection:

Reality:

1.  This batch of staff, are not did not submit necessary data to make our reports current.

2.  As a result, we are not meeting our sales and collection targets.

3. Since we are not monitoring well the outcome  and outputs, our performance are lousy.

4.  The output reports is not being executed well ie a failure of execution and/or

     obedience

What: detailed daily text reports submission

All staff are enjoined to read and comply with this directive/order.  CCD shall apply to those who fail to comply (on insubordination and negligence)

This memo supersedes abolishes other previous memo and text reports:

1.  SBU text reports to be submitted to ICR and Treasury and JUS

                1.  Sales:

                                             Number       Amount

                     Plots

                     PIS

                     PMS

                     CMCS (Calamba HAMP and Pangasinan)

                2.  Collection:      

                      Old

                      New

                      Arrears

                3.  Collection letters sent

                     Forfeiture

                4.  Interment:

                     Who    DLX Lux Econo     When        Rating             3f sympathy

                5.  Obits  (Y/N)                      Name

                6. FOFF posting (Y/N)           Name

                7.   Tributes (Y/N)                  Name

                8.  Tributes uploading)           Name   Date   Site (You tube, Vimeo etc)

                9.  40 days:

                     Who        Where                  What was medal?

               10.  Birthday and anniversaries

                   Who            Anniversary/Birthday       What was the recuerdo

               11.  Amount collected

               12.  Amount deposited

                  13   Cash on hand 

               14  New passbook balance

               15    Yesterday passbook balance

               16  Emailing sharing of abstracts

               17  IF submission to 3f

                   18  Agents recruited #

                   19  Agents trained  #

                   20  Commission paid OCV #

                                                       Amount

                    21.  Number of trippings for the day 

                    N.B.   1.  Those that are in bold are to be texted:    1, 2, 4, 11, 12, 13, 14;      All    are to be emailed daily 

                                  

2.  Majorem Lending

                1.  Loans Granted today?

                            Number                  Amount

                2.  Prospects

                           SBU                       Amount

                3.  Collection

                          SBU                       Amount

                           Text reports 

-x-x-x-x-x-x-x-x-x-x-x-x-x-x

   3.   TA:

       1.  Collections/sbu

         Amount deposited

         Cash on hand

         Total

      2.  Total disbursements

            Cleared

            Float

      3.  Old balance (book)

           New Balance(book)

      4.  OR issued for the day  vs No of entries in abstract

      5.  PPA issued vs sales

          1 2, 3 are to be texted to JUS.   All to be emailed daily to MRS. JUS

-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-

4.    ICR:

       1.  Old Collection/sbu

            % to target

        2.  New collection/sbu

            % to target

        Total

            % to target

                 1 and 2 text reports to JUS

        3.  Ledgers made

        4.  Aging status

        5.  % of arrears

        6. Collection letters sent

        7. Forfeitures

                    Emails 

             Sales report:

          1.  Sales achievement /sbu  vs target                     Today     MTD      YTD

                    1.  No of units

                    2.  Amount

                         Plots

                         PIS

                         PMS

                         Destiny Plans White rose

                         At need Plots

                         At need IS

                         CMCS

       -x-x-x-x-x-x-x-x-x-x-x-x-x-x-

    5. RCRMA

        1.  Inventories updating

        2.  PPA checking 

        3.  PPA signing

        4.  PPA sent to customers

        5.  Hello service to customers (kung natanggap ang PPA)

            6.  Filing and archiving:

                 1.  Hard files

                 2.  Soft files 

        6.  Customer problem solved

        7.  Repeat sales

              #                     Amount

               Text reports   1, 4, 6, 7 to JUS;  all others emails to JUS too

-x-x-x-x-x-x-x-x-x-x-x

   6.  HR

        1.  Applicants entertained

             Walk in

              By net

        2.  Given exams

        3.  Passed

        4.  For interview

        5.  For BI

        6.  Hired

        7.  Checking of 

                                   (Mention the sbus)

             AM talk

             Attendance

             Reading of emails

             Reading of blogs

             Updating of posts:

                      Kaizen

                      Best pictures

                      Archive

                      TRT

                      Obits

                      FOFF

                      Birthdays and anniversaries

                      Submission of abstracts

    8.  Progress on Performance evaluation

    9.  Weekly reports:  work schedules

           1, 2, 7 to be texted daily to JUS ;  all others email to holygardens.groupnew account 

-x-x-x-x-x-x-x-x-x-x-x

      7.   AP

            1.   Aging of AP

            2.  Filing  of CV

                  1.  Minor

                  2.  Major accounts

            3.  CV completed

            4.  CV paid:

                   Number

                   Amount

             5.  Number of entries to CDB

    

--

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)

SETTING THE STANDARDS IN INTERMENT SERVICE

Innovation creates more wealth and more customers

  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT

    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   

   Free Obituaries for Friends of Holy Gardens

   Free Obits for Holy Gardens Customers

   Archives for Holy Gardens Tributes

   Birthdate and death date anniversaries of dearly departed

   Holy Gardens Rewards

   Patsikot/SUV Promo

Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office

--

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)

SETTING THE STANDARDS IN INTERMENT SERVICE

Innovation creates more wealth and more customers

  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT

    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   

   Free Obituaries for Friends of Holy Gardens

   Free Obits for Holy Gardens Customers

   Archives for Holy Gardens Tributes

   Birthdate and death date anniversaries of dearly departed

   Holy Gardens Rewards

   Patsikot/SUV Promo

Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office

Manageable Execution at Majorem Lending

The following were noted at Majorem Lending (We need to do this to maintain our current Business Model that is strategic - self sustaining:

     Holy Gardens Funds:  ME MC, IF, TFC CAPF are kept at MLII

      MLII invests these funds lends them so that there is ROI on MC,

             TFC and Capf funds and that they grow by compounding

Manageable execution  THINGS THAT NEED TO BE DONE ROUTINELY BY DEFAULT (no need for follow up)

1.  Complete the staff at least the Loan Assistant and accounting asistant

2.  Semestral report to SEC as part of secondary license (ang laki na ng penalty)?

3.  Regular computation of AIP (Accrued Interest Payable on the  funds)

    1/2 of rate set if funds move, and full rate if there are no withdrawals based on

     lowest quarterly balance accrued and posted quarterly

4.  Regular rate setting (monthly i back track)

5.  Prompt collection of funds from SBU monthly.

     (We shall allow deferred payment without penalty from SBU until 2018

6.   Accurate and updated balancing of funds due. TFC, Insurance, MC, ME TAV etc..

      Kailangan maayos na kuwenta.  Kung walang kuwenta, walang kuwenta organization

Sarah, naresearch mo na wealth builder program?

--

PAGSASANAY SA TAGUMPAY (Training for Success)

YOU MUST ACKNOWLEDGE RESPOND TO THIS EMAIL...

COMMUNICATIONS PERFORMANCE IMPACTS  THE PE    (which is basis for promotions)

SETTING THE STANDARDS IN INTERMENT SERVICE

Innovation creates more wealth and more customers

  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

   YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT

    THE FOLLOWING SITES: (they have been placed here for your easy reference)

   

   Free Obituaries for Friends of Holy Gardens

   Free Obits for Holy Gardens Customers

   Archives for Holy Gardens Tributes

   Birthdate and death date anniversaries of dearly departed

   Holy Gardens Rewards

   Patsikot/SUV Promo

Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office

Doing the checking: reporting portion of PDCA by SBUs

PAGSASANAY SA TAGUMPAY

Difficulties in posting and checking of the same

1.  In order for us to keep track of our internal affairs, TPM, 5S,  we need weekly posting of Kaizen

2.  In order to create more awareness:   CUSTOMER LINK

          We have to make constant post at:   Holy Gardens best

3.   In order to have stronger customer bond, CUSTOMER SERVICE, we have to have postings at:

          Obituaries

          Birthday and anniversaries

          Tributes archives

4.  In order to monitor this we had instructed HR to submit weekly report per sbu on such postings:

                                                 Postings done by:      SBU
                                                 Period Covered:

                    Kaizen     Bests       Obits          Birthdays               Tributes          Anniversaries

Number
When
Dates
Names

                 

Disappointing head output results

Re:   Outputs of 3ffb based on weekly report

I found them to be disappointing. The salaries being paid is commensurate to the outputs. I believe they can do better.  There is lack of productivity and professionalism.   With regards to our principles,clear lack of efficiency.

I call upon your office to remind the 3ffb staff (and subsequently the sbus) to improve their outputs and outcome and thus it comes with increased professionalism, productivity and efficiency.

MAY I SEE BETTER DEAL THIS COMING WEEK.

THE HEADS LEAD THE TAILS

Jorge  U. Saguinsin

Holy Gardens Pangasinan Site Improvement Report Re: Ugly non 5s

BE a BIDDA: "BELIEVE, INSPIRE, DREAM, DO ACHIEVE"

Before

After

***To be replace by PVC Pipe black sheduled on Jan. 8 (Friday) GT-Junaito

***To be mowered on Saturday (Jan. 23) GT- Alberto 

***Already canvassed paint. Purchase Order will be send today

Painting will be schedule after approval of P.O & purchases of item needed

***Coordinated to Engr. Haylo and nagbigay na po ng instruction kung paano gagawin.

GT-Juanito will be the in charge schedule on Thursday(Jan. 21)

***Schedule ang paglinis on Wednesday(Jan. 20) GC-Michael

Before

After

Before

After

Before

After

Before

After

<Cover up?  Di inaayos?>

For Repair Tribike

***Nacanvass na po ang mga need ipaayos sa tribike matatapos na po after lunch ang pagrerepair.

I will send later the picture of the tribike. <di man lang inaayos at nilinis?>

Before

After

Before

                                                                          After

                                                                          Before

On going cutting of grasses beyond patwalk

Keeping of chairs & other things of HGPMP

Already informed everyone to strictly kept all belongings of company

Before

After

                                                                       Before

After

***To be schedule on Friday(Jan. 22) GC-Michael

                           
                                      ***Scheduled today(Jan. 18) GT-Alberto

***Scheduled today Jan. 18 GT-Juanito

***Already coordinated size of billboard to Mam Madel

Read and lead, read know and be known

Please read the latest post on landscaping.

Jorgeuslandscape on garden and beach wedding decor

Your minutes of the telecon kangina.  FOLLOW UP

PLEASE REPORT ON YOUR ACTION PLANS.  Ano ang mga konkreto ipapagawa, isasagawa.

1.  Plan do check act (check involves reporting)

2. Good management and communication involves feedback and reports.  You need to talk to your direct reports.

3.  When you report, you know exactly yourself and how your perform

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Re: Text and email reports

REMINDER

PLEASE FILL UP ALL THE SPACES WITH DATA OR NONE IF NONE WAS DONE

YOUR GOAL IS TO FINISH THE TASKS DESCRIBED AND REPORT AN ACCOMPLISHMENT.

THAT IS THE REASON FOR THE TEXT REPORT.

WHAT IS REPORTED WAS DONE;  WHAT GETS REPORTED GETS DONE.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

On Wed, Feb 4, 2015 at 11:00 PM, Holy GardensGroup <holygardens.group@gmail.com> wrote:

Memorandum:

Your text reports and email daily reports shall be as follows:  (text reports are those in yellow only)  

SBU:   Holy Gardens

Attendance:

     Absent

     Late

AM talk:  topic from blog:

Blog reads

Blog comments

Sales:        Memorial Park

#number   amount

Name

Collection

Current

Arrears

PC

Vat

Capf

IF

# of AAA prospects

Bank balance

Sales:     imp

#Number   Amount

Name:

Collection

Capf

TF

Deductions: 

     Commissions

     TA

Bank balance

Prospects:  AAA

Names:

Interments:

Name:

Type:   (deluxe or luxury)

Date:

Amount paid

Griefshare posting:  name and date

FOFF posting:  name and date

Tribute posting at Archive

Beautification Projects conducted:

Landscaping

Fountains:

Others:

Majorem Lending:

Attendance:

     Tardiness

     Absence

Loans:

    Releases

    Collection

Funds:  (indicate if just report received or collected)

    PN received

    PC

    IF 

    VAT

    CAPF

    TF

Total bank balance 

For comments and suggestions

BPI:

Sales/  per SBU  - total
Collection per SBU - total
Bank balance  HGMP
Bank balance   BPI

Blog reads:
Blog comments:
# of applicants: 
# ICR posts
Amount of in arrears collection
CV made/for sig;
CKs made

Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Text and email reports

Memorandum:

Your text reports and email daily reports shall be as follows:

SBU:   Holy Gardens

Attendance:

     Absent

     Late

AM talk:  topic from blog:

Blog reads

Blog comments

Sales:        Memorial Park

#number   amount

Name

Collection

Current

Arrears

PC

Vat

Capf

IF

# of AAA prospects

Bank balance

Sales:     imp

#Number   Amount

Name:

Collection

Capf

TF

Deductions: 

     Commissions

     TA

Bank balance

Prospects:  AAA

Names:

Interments:

Name:

Type:   (deluxe or luxury)

Date:

Amount paid

Griefshare posting:  name and date

FOFF posting:  name and date

Tribute posting at Archive

Beautification Projects conducted:

Landscaping

Fountains:

Others:

Majorem Lending:

Attendance:

     Tardiness

     Absence

Loans:

    Releases

    Collection

Funds:  (indicate if just report received or collected)

    PN received

    PC

    IF 

    VAT

    CAPF

    TF

For comments and suggestions

Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Reports to be generated by Abstract System to be made/commissioned

Regarding abstract portal sir:

1.  The abstract for daily collection and new accounts could be different from the interment.

2.  The daily abstract should be able to generate the following reports:

   1.  Customer master list;

   2.  Contract list and customers

       At need

      Pre Need

  3.  Cash collection

  4.  Sales report

  5.  List of agents who sold and entitled to commission

      AP commission

  6.  List of AP to MLII

      PC

      IF

      Vat

      Capt

7.  List of insureable customers

8.  Master list of plots

   ??Inventories

9. Generation of ledgers:

   Account #

   Name

   Amount

  Lot block number

  Contract number

  DP

  Balance

  Monthly

% rate

penalty rate

Payment due

10.   ID generation

How about when fully paid (manual na lang ba ito)

2.  Interment:

    Lot owner

   User

   Authorized representative

   IA number

  Post:

    Griefshare

    Tribute

Extras; special service

     Memory display

    Memory board

    Mass Card

    ISG special uniform

   Motif

Marker

Grass

CSS

cc:   CC, MJ

This supports the PPA and the accounting system that we are improving

How do get recognized as a leader?

From Smarblog on Leadership by Dan MacArthy | February 27, 2014

Is it just ok to do your job, and that is it, eventually you will be recognized as a leader and be promoted?

False.  You must be recognized.

But isnt just tooting your horn,  or just like being a black bird  (a crow, always announcing its name?)

Thus it is always important to report to you boss, and give complete accounting of what was assigned to you.  He gets a clearer picture of your ability to understand and execute

Here are some tips:

1.  Propensity to lead;

2.  The ability to bring out the best in others

3.  Authenticity

4.  Receptivity to feed back

Read the rest of the article:

According to research by the Corporate Leadership Council, performance was found to be more of a “gatekeeper” to being even considered for promotion to the next level. That is, 90% of “high potentials” were strong performers. So, yes, being great at whatever you are doing matters. If you’re a poor or average performer in your current role, you’ll never be considered for higher-level responsibilities. While we all like to think of ourselves of being a top performer, the reality is, most of us are not. So step one, especially early in a career, is to establish a consistent track record of strong performance.
However, only 29% of high performers have what it takes to succeed at the next level. Other factors come into play when it comes to predicting success at the next level, including aspiration (willingness to take on new, higher-level responsibilities), engagement (your commitment and willingness to go the extra mile), and ability (a combination of innate characteristics and learned skills).
The good news is, many of the abilities that organizations look at to evaluate leadership potential can be learned. According to Development Dimensions International, employees that demonstrate the following abilities have a strong chance at being successful in a senior leadership role:

1. Propensity to lead. They step up to leadership opportunities.
2. They bring out the best in others.
3. Authenticity. They have integrity, admit mistakes, and don’t let their egos get in their way.
4. Receptivity to feedback. They seek out and welcome feedback.
5. Learning agility.
6. Adaptability. Adaptability reflects a person’s skill at juggling competing demands and adjusting to new situations and people. A key here is maintaining an unswerving, “can do” attitude in the face of change.
7. Navigates ambiguity. This trait enables people to simplify complex issues and make decisions without having all the facts.
8. Conceptual thinking. Like great chess players and baseball managers, the best leaders always have the big picture in mind. Their ability to think two, three, or more moves ahead is what separates them from competitors.
9. Cultural fit.
10. Passion for results.

So, I’d suggest evaluating yourself against these characteristics and see where you stack up. Of course, there are limits to self-assessment (we tend to be clueless as to how we are perceived by others), so it’s even better if you can get some candid feedback from your boss or others.
Then, identify one or two things you need to get better at and create a development plan to address those areas. I’d recommend sharing it with your boss, for a number of reasons. First of all, to get feedback, and secondly, to get additional ideas and support. Finally, going back to the “aspiration” component of potential, to show that you’re interested in leadership development and willing to do what it takes to learn and grow.
Just one more thing when it comes to “tooting your own horn.” That’s something many of us are not comfortable with, and no one wants to be seen as a self-promoting blowhard. It’s always better when other people toot your horn for you. That is, your boss and decision makers are hearing good things about you behind your back, from your peers and others.
Given that, managers, as much as they should, are not always aware of every one of their employee’s accomplishments. It’s up to you to humbly let them know on a regular basis during your regular meetings, and especially during your annual performance review. A lot of managers will ask for performance review “input” — this is the one time per year that you are allowed to loudly toot that horn.
It’s the lucky few that can just consistently shine and get picked for one plum role after another. The rest of have to work hard at it, do a little self-promotion, and have the confidence to ask for it when the opportunity presents itself.

Constant communication as direct reports

From: Holy GardensGroup <holygardens.group@gmail.com>
Date: Tue, Jan 29, 2013 at 8:32 AM
Subject: Constant communication as direct reports
To: Holy Gardens Bpi <bpi.hgmp@gmail.com>, bpi.hgmp.jusgein@blogger.com, Majorem Investor <majorem.lending@gmail.com>


TO       :   All Management Trainees:
                VT
                 HO
                 Eddie
                 Alma

Subject:   COMMUNICATIONS

Goal:     Achievement of Goals/Objectives


Reality:   It is a difficult task getting in touch with MTs by text or email.   Most the times,  emails, text messages are unanswered.  Phone calls are not recognized and those concerned never call back.  The etiquette that refers to communication are:  unknown/unlearned or ignored.

Options:    l.  Be followed up
                 2.  Remain as you are and be disciplined
                 3.  Get worse
What to do:

 l.  Run after me to know what you are doing.  After all, I will make the final judgement, call as to whether you will be promoted or get salary increase or not;

      l.  Mail this office daily on what you did to manage the sbu

     2.  What did you learn on selling management and leadership?

     3.  How much did you sell;   how many are your class A prospect (personal)

     4.  What was done by your staff to beautify the office and the site?

     5.  What are the opportunities and data (research:   news update on the market environment, customers?

IMPRESS ME OR PISS ME OFF?

Reply now....


--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com

--
Jorge Saguinsin

A SPECIAL PLACE WHERE OUR LOVED ONES ARE REMEMBERED IN A VERY SPECIAL WAY

holygardensgroup.blogspot.com

holygardensgriefsharing.blogspot.com